Outstanding Revenue Report

Details:

Use the Outstanding Revenue Report to see a list of orders that have been taken but not invoiced (Administration > Reports > Sales > Orders and Invoices > Outstanding Revenue).

Filters

- Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.

You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).